Imagine one partner behind every company in your portfolio, handling the audit, modernizing the IT infrastructure, designing the retirement plan, advising the founder on wealth transition.
That’s HBK Group. We bring accounting, advisory, technology, and wealth advisory together under one roof, purpose-built for the mid-market companies PE firms invest in. No other partner at this price point brings this range to your portfolio.
The HBK Group Advantage
750+
Team Members
$184M+
in Revenue
4
Integrated Service Lines
Built for the Companies PE Firms Buy
We specialize in $20M to $100M revenue businesses across manufacturing, construction, healthcare, and professional services. Our team understands the operational complexity, reporting requirements, and growth timelines that define PE-backed companies, because we work inside them every day.
Our strongest PE relationships started with a single engagement: a quality of earnings report, a cybersecurity assessment, a retirement plan review. That first project shows firms what is possible when one partner sees the full picture. The vision grows from there.
Supporting the Full Private Equity Lifecycle:
Due Diligence and Acquisition Before the ink dries, you need a complete picture. HBK provides financial due diligence, quality of earnings, tax structuring, IT and cybersecurity assessments, HR compliance reviews, and business valuations, all from one team. A unified diligence effort means faster close timelines and sharper insight into where value creation begins.
Post-Acquisition Integration Your investors expect professionalized operations quickly. HBK accelerates the first 100 days with accounting system optimization, tax planning, technology modernization through Vertilocity, payroll and HR infrastructure through HBK HR Business Advisory, retirement plan design and compliance, and internal controls implementation. We build the operational foundation that drives EBITDA growth so your deal team can stay focused on strategy.
Ongoing Portfolio Support One team that knows your portfolio inside and out. HBK provides audit and assurance, tax compliance and strategy, outsourced accounting, managed IT and cybersecurity, retirement plan services and administration, and wealth advisory for principals and key executives. Fewer vendors, greater consistency, and a partner who sees around corners because we are already in the building.
Exit Readiness and Liquidity Events Exit timelines can accelerate quickly. HBK prepares your portfolio companies with clean financial statements, tax optimization for disposition, sell-side readiness support, and documented processes that satisfy buyer due diligence. HBKS Wealth Advisors provides wealth transition and retirement planning support for selling owners, making your deal the one they want to sign.
Our Integrated Service Lines
Audit and assurance, tax, accounting advisory, business valuations, forensic accounting, and outsourced accounting and advisory services.
HR Business Advisory, transaction advisory, strategic consulting, risk and compliance, and business process improvement.
